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Timothy J. Doherty
About | Practice Areas
Law Office of Timothy J. Doherty
10 Crater Lake Ave Medford, OR 97504» view map
Estate Law
Experience You Can Trust

The topic of wills and trusts can be confusing, but my job is to help you decide what’s right for you. Call me to set up a free consultation.

800-878-0640
1. Timothy J. Doherty Medford, OR
  Attorney at Law- OR
  Empire College School of Law, J.D. 2012
2. AboutLaw Office of Timothy J. Doherty
  Experience You Can Trust
3. Practice AreasExpertise
  Estate
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Adamont N Georgeson

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Real Estate, Estate, Business

Adamont N. “Monty” Georgeson is the principal attorney at Georgeson Law Group. He provides individual attention to each client, ensuring they know... (more)

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415-453-2300

1101 Fifth Avenue, San Rafael, CA 94901

Jeffrey H. Lerman

Estate, Divorce & Family Law, Lawsuit & Dispute, Real Estate

Status: In Good Standing

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Lerman Law Building, 802 "B" Street, San Rafael, CA 94901

Julia P. Wald

Wills, Wills & Probate, Trusts, Elder Law

Status: In Good Standing

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1108 5th Avenue, San Rafael, CA 94901

Cynthia Denevers Trutner

International, Trusts, Estate

Status: In Good Standing Licensed: 35 Years

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80 E Sir Francis Drake Blvd, Larkspur, CA 94939

Johanna Alexandria Kecskes

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 28 Years

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80 E Sir Francis Drake Blvd, Larkspur, CA 94939

Genevieve Murphy Moore

Trusts

Status: In Good Standing Licensed: 35 Years

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80 E Sir Francis Drake Blvd, Larkspur, CA 94939

Patricia Ambrose Mayer

Other, Wills, Trusts, Estate

Status: In Good Standing

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100 Larkspur Landing Cir, Larkspur, CA 94939

Basim M. Humeid

Juvenile Law, Estate Planning, Workers' Compensation, International Tax, Contract

Status: In Good Standing Licensed: 10 Years

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336 Bon Air Ctr, Greenbrae, CA 94904

William Edward Saul

Trusts, Business, Business

Status: In Good Standing Licensed: 53 Years

CONTACT

700 Larkspur Landing Cir, Larkspur, CA 94939

Michelle C. Lerman

Wills & Probate, Trusts, Estate Planning, Administrative Law

Status: In Good Standing Licensed: 41 Years

CONTACT

802 B St, San Rafael, CA 94901

800-923-0641

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LEGAL TERMS

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a ...

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Corte Madera Estate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Adamont N Georgeson

Jeffrey H. Lerman

Julia P. Wald

Cynthia Denevers Trutner

Johanna Alexandria Kecskes

Genevieve Murphy Moore

Patricia Ambrose Mayer

Basim M. Humeid

William Edward Saul

Michelle C. Lerman

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LEGAL TERMS

GENERATION-SKIPPING TRUST

EXEMPTION TRUST

LIFE BENEFICIARY

RESIDUARY ESTATE

BENEFICIARY

PRETERMITTED HEIR

FINAL BENEFICIARY

TRUST MERGER

INTESTATE SUCCESSION

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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